Senior Wealth Advisor – High‑Net‑Worth Planning & Growth

hireneXus; Los Angeles (CA); On-site; USD 120,000 - 210,000; Full time

Job summary

HireneXus has partnered with a nationally recognized, rapidly growing RIA to add a Senior Wealth Advisor in the Los Angeles area. This role focuses on serving high-net-worth individuals and families with comprehensive planning and investment guidance.

You will collaborate with internal planning, investment, and wealth management specialists to deliver integrated client solutions, while growing a book of business through referrals and strategic development.

Qualifications

• 5+ years of experience within an RIA.
• Demonstrated success growing client relationships and increasing assets under management.
• CFP, CFA, or other relevant professional designations highly preferred.
• Bachelor'S degree required. Degrees in Finance, Business, Economics, or a related field is preferred.

Responsibilities

• Develop and manage a book of business by building lasting relationships with high-net-worth individuals and families.
• Deliver comprehensive financial planning and investment advice tailored to each client's unique goals and evolving financial needs.
• Partner with internal planning, investment, and wealth management specialists to provide integrated client solutions.
• Identify and cultivate new business opportunities through referrals, networking, and strategic business development efforts.
• Provide an exceptional client experience while serving as a trusted long-term advisor.

Skills

Relationship management

Financial planning

Communication

Interpersonal skills

Education

CFP, CFA, or other professional designations

Bachelor's degree in Finance, Business, Economics, or related field

Job description

HireneXus has partnered with a nationally recognized, rapidly growing RIA to add a Senior Wealth Advisor in the Los Angeles area. This role focuses on serving high-net-worth individuals and families with comprehensive planning and investment guidance.

You will collaborate with internal planning, investment, and wealth management specialists to deliver integrated client solutions, while growing a book of business through referrals and strategic development.